Abnormal Returns
JANUARY 28, 2024
Also on the site An example where investing out of spite doesn't work out. (abnormalreturns.com) Top clicks this week Putting the past bear market into historical perspective. (awealthofcommonsense.com) Wealthy Americans are increasingly leaving their windows uncovered. (msn.com) What you need to know about all-time highs. (carsongroup.com) Lessons learned from the two-year bear market.
A Wealth of Common Sense
JANUARY 28, 2024
One of the defining characteristics of every younger generation is they assume the generations that came before them had it easier. And one of the defining characteristics of every older generation is they think the younger generations are softer. My belief is some generations have been luckier than others but every cohort has been forced to deal with uncomfortable times, especially in their younger years.
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Abnormal Returns
JANUARY 28, 2024
Strategy Stop obsessing about the Fed's next move. (tker.co) Why the vast majority of investors should avoid alternatives. (humbledollar.com) What happens when you stop focusing on the stock market. (wsj.com) Bitcoin Will Charles Schwab ($SCHW) eventually launch its own spot Bitcoin ETF? (riabiz.com) The ETF industry keeps pushing the boundaries, now Bitcoin.
Million Dollar Round Table (MDRT)
JANUARY 28, 2024
By Matt Pais, MDRT Senior Content Specialist It’s no secret that believing in yourself is important. But in his 2013 MDRT Annual Meeting presentation “Your internal advantage,” Michael Anthony describes that assuredness uniquely: as the power that allows you to walk into a room and handle a problem others won’t. “When we believe we can,” he said, “then we can.
Speaker: Amanda Adams, Fractional CFO, CPA
Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Amanda Adams, a seasoned fractional CFO and CPA passionate about transforming back-office operations for finance teams. This session will cover critical best practices and process improvements tailored specifically for accounting professionals.
The Irrelevant Investor
JANUARY 28, 2024
Articles Investing is largely a solved problem (By Dave Nadig) The desire for engagement drives quirky behavior across all social media (By Trung Phan) The playbook is working. (By Alex Morris, paid) If the tech giants can have their years of efficiency, I guess I can too. (By Alex Kantrowitz) The industry is slowly moving in the right direction (By Blair duQuesnay) If you can’t retire with $10M, then your problem isn�.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
The Irrelevant Investor
JANUARY 28, 2024
Today’s Talk Your Book is brought to you by F/M Investments: We are joined by Alex Morris, CIO and President of F/m Investments to discuss their latest fixed income product. On today’s show, we discuss: What the bond market has priced in looking at 2024 rate cuts Why bonds are priced for perfection The difficulty with forecasting, and understanding why 2023 ended so well Using bond spreads as an indicator Betting on.
Advisor Perspectives
JANUARY 28, 2024
Bitcoin rose past $41,000 amid a slowdown in outflows from the $20 billion Grayscale Bitcoin Trust that strategists said may help to stanch a two-week slump in the token.
Calculated Risk
JANUARY 28, 2024
Weekend: • Schedule for Week of January 28, 2024 • FOMC Preview: No Change to Policy Expected Monday: • 10:30 AM: Dallas Fed Survey of Manufacturing Activity for January. This is the last of the regional Fed manufacturing surveys for January. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 are down 11 and DOW futures are down 91 (fair value).
Advisor Perspectives
JANUARY 28, 2024
Investors will literally beg Jamie Dimon not to retire: One did so at JPMorgan Chase & Co.’s investor day last year. But the chairman and chief executive officer of America’s biggest bank can’t do his job forever.
Speaker: Abdi Ali, Sr. Lease Accounting Consultant
Join this insightful webinar with industry expert Abdi Ali, who will discuss the challenges that can arise from managing lease accounting with spreadsheets! He will share real-world examples of errors, compliance issues, and risks that may be present within your spreadsheets. Learn how these tools, while useful, can sometimes lead to inefficiencies that affect your time, resources, and peace of mind.
Trade Brains
JANUARY 28, 2024
Fundamental Analysis of Kajaria Ceramics : Tiles improve the appearance of the floor. The construction of new residential houses and commercial properties drives the growth of the tile industry, and the tile industry is a major contributor to interior design. In this article, we will fundamentally analyze Kajaria Ceramics’ deals in the tile industry.
Advisor Perspectives
JANUARY 28, 2024
The Federal Reserve’s preferred gauge of underlying inflation rose at the slowest annual pace in nearly three years while consumers spent at a robust rate, keeping the debate alive as to whether officials will soon cut borrowing costs.
oXYGen Financial
JANUARY 28, 2024
Advisor Perspectives
JANUARY 28, 2024
Investors who wait too long to get off the sidelines may find they’ve missed out.
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Join us in this webinar, where we share best practices on how to think about the reconciliation work each month, when best to do reconciliations, how they should be prepared, and some common pitfalls to avoid. Learning Objectives: This course objective is to understand how to properly prepare and review balance sheet reconciliations and its impact on the financial statements.
Random Roger's Retirement Planning
JANUARY 28, 2024
This week's Barron's had an article titled How To Squeeze More Yield From Muni Bonds. I thought to myself, "Oh? Go on." It turns out it was mostly about closed end muni bond funds. Barron's writes about closed end funds (CEF) frequently and we touch on them here occasionally. It has been ages since I did anything with CEFs for clients or personally.
Advisor Perspectives
JANUARY 28, 2024
A new report by BMO Capital Markets suggests that the price of gold is no longer being driven by real interest rates. What replaced them? I unveil the answer below.
The Big Picture
JANUARY 28, 2024
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • How Walmart’s Financial Services Became a Fraud Magnet : Scammers have duped consumers out of more than $1 billion by exploiting Walmart’s lax security. The company has resisted taking responsibility while breaking promises to regulators and skimping on training. ( ProPublica ) • $40 billion worth of crypto crime enabled by stablecoins since 2022 : Stablecoins like Tether also used for scams and sanctions
Advisor Perspectives
JANUARY 28, 2024
Henceforth, no company should ever say they are experiencing a slowdown. Tesla Inc. has redefined this experience as being “between two major growth waves.
Speaker: Igli Laci, Strategic Finance Leader
In today’s competitive market, pricing is more than just a number — it’s the cornerstone of profitability. The right pricing strategy ensures that you capture the true value of your offering, paving the way for sustainable growth and long-term success. Join Igli Laci, Strategic Finance Leader, in this exclusive session where he will explore how a well-crafted pricing approach balances customer perception with business objectives, creating a powerful tool for securing both competitive advantage a
Advisor Perspectives
JANUARY 28, 2024
Many investors buy individual bonds as a means to preserve their wealth. They can serve as a method to balance growth assets (such as stocks).
Advisor Perspectives
JANUARY 28, 2024
Bitcoin has fallen below $40,000 after rising to just under $50,000 before the spot bitcoin ETF launch. Many investors expected this to be the beginning of a price rally that would be extended later this year through the halving event and take us to prices seen in 2021.
Advisor Perspectives
JANUARY 28, 2024
While 2023 was the year of Fed rate hikes, the fixed income market is expecting 2024 to be the year of rate cuts. At the December 2023 meeting, the Federal Reserve’s own guidance was for three 25 basis point reductions in 2024.
Advisor Perspectives
JANUARY 28, 2024
In thinking about the 2020s, I often find myself looking back to the 1920s. That decade began with a deep recession/depression and ended with a stock market crash.
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Change is difficult, whether in our private or work life. However, without change, growth and learning are difficult not to mention keeping up with the market and staying competitive. We have all worked for or ourselves are the bosses that prefer to keep the status quo. We will discuss how to address the "change challenge" to enable you to be a changemaker and a graceful recipient of change.
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